Gather customer support requests directly from your company’s website and automatically generate new cases with Web-to-Case. This can help your organization respond to customers faster, improving your support team’s productivity.
Web To Case is a means by which you can post a simple, unauthenticated web page that allows your customers to submit cases directly to your Salesforce.com instance. This means that you can post a public case submission page on your own website with your own branding and styling.
Web To Case works by generating a snippet of HTML for you. This HTML is an HTML form that you can put on any page. When your customer presses Submit, the information on this form is posted directly to a Salesforce.com server, which handles the information, converts it to a case, and redirects the customer’s browser back to a page of your choosing.
How to setup?
Setting up Web-to-Case involves enabling the feature, choosing settings, and adding the Web-to-Case form to your website.For more information on setup please check the Salesforce Help Article here
With the power of Pardot, you can nurture client relationships like never before.
Through the lead nurturing process, you can take new leads from the awareness stage all the way through the sales cycle and engage them with relevant, personalized content over time.
You can use different types of nurture programs across a variety of industries. There’s no limit to how many types of nurture programs you can use, but there are three in particular that every Pardot user should know about.
1. WELCOME NURTURE
A welcome email program for new prospects with helpful information which is always necessary for all organizations. In marketing, audience education is a huge opportunity to both communicate value to your prospective customers and establish your brand as a go-to resource.
If someone new enters your database, put them on a targeted nurturing path based on the content they registered to access. This way, you can help them understand your products/services and wealth management business, and then lead them to engage further through CTAs that may be relevant to their interests.
Here you can check the example of the Welcome Nurture program schreenshot.
2. JOURNEYS BASED ON FORM COMPLETION
Prospects enter company databases because they’re interested in a specific piece of content — so why not nurture a relationship with them based on that content? If a new prospect seems interested in your branded content or one of your financial products, create an automated nurture path tailored to that content, product, or any related services you offer.
For example, let’s say you’re sending an email about an ebook on mutual funds. If your audience clicks on the CTA to read the e-book, consider sending automated emails with more resources on mutual funds. This gives them even more information and opens up more pathways for them to engage with you on the topic if they want to.
3. EVENT PROMOTION AND FOLLOW-UP
Every organization can unlock many nurturing opportunities by holding an event, meeting, or webinar. Imagine holding an informative webinar called “All About Bonds.” You can gauge your audience’s interest in the event based on clicks in an early promotional email, and then continue to promote the event with content relevant to topics that will be covered at the event. After the event, you can follow up with more relevant content and gauge interest in future events on related topics.
Here you can check the example of the Follow-Up program screenshot.
If you need help setting up the Pardot, you can get in touch with us here.
Nowadays every business has a website and it also becomes the main source to generate leads for your business. But the problem begins with getting the revenue from the website.
Not surprisingly, many customers will visit your website to check products/services at some point. It is crucial that you are giving them the right experience and that incentivizes them to visit your store, ask for more information, or make a purchase.
It sounds cool, but many small businesses aren’t optimizing their website to their full potential. So, let’s dive in and get you more leads.
Content Matters
The first thing you need to worry about is your website content because good content sets your website apart from the masses and delivers the right information to your customers. Website success depends on its content. In other words, content wins the wallets of your customers.
all other components are just a secondary support role for your website like Visuals, videos, etc. Design itself does not help you in selling.
The content of your website should be according to marketing research. First, you create a persona for your website thinking about your high-value customers, so you can easily target them.
The main key of a successful website is having clear, relevant, and rich content that delivers the right message to your target audience, which helps you to engage them and persuade them to take action.
GIVE THEM A CALL (TO ACTION)
As you develop a story to engage with the audience on your website, now you provide the audience to take action! To start the process, you should add some CTAs on your website so the audience can access these items, which are given after submission to CTAs, like, Request a Demo Offers, Guided Tour, and ROI Calculator. You can add as many offers as you want to add on the CTAs; it all depends on your needs.
Now that you have set up your CTAs look at each step of your story and match your CTAs to your story steps. By doing this you will be delivering relevant, contextual opportunities for your users to engage with you. Sometimes that’s going to be your highest value CTAs, other times it’ll be an offer to expand on the topic you’re discussing.
The idea here is you need to make sure to develop varied CTAs and to position them in places that make sense for where your users are in their journey and to make sure they further the story you’re telling.
SHORTER FORMS
As forms are the best way to collect information about your audience, Pardot will allow you to create a progressive profiling form where you can ask some specific fields on the first form submission then ask to fill some different fields each additional time a prospect comes back.
If you never use progressive profiling then you should try it! By using progressive profiling you can ask for different fields each time a prospect sees your forms.
The difference between a first submission and additional submissions can be drastically different with progressive profiling. Take our forms for example:
By using progressive profiling and fitting our CTAs into our story, you’ve been able to see a 27% form completion rate on your site.
If you need help setting up the Pardot, you can get in touch with us here.
Want to make your search results in Lightning Experience more user-friendly? Check out this guide on how to configure them for optimal results. Select which fields users can see, filter on, and sort by on the search results page. You can also choose which field is shown as the secondary field in instant results. Finally, you can create profile-specific layouts for unique profiles in your org. The search layout that you configure applies to global and lookup searches.
The search results layout for an object determines:
Which field appears as the secondary field in instant results
Which fields are shown in a record’s instant results preview
Which field is shown in a recommended result
Which fields are shown as columns on the search results page
Which fields can be filtered on the search results page
To customize search results layouts and create profile-specific layouts in Lightning Experience, use Search Layouts (1).
For each unique profile in your org, you can create search results layouts for individual objects. Only objects with customizable layouts support profile-specific layouts. Users who don’t have a profile-specific layout assigned to them see the default search results layout. In Lightning Experience, you also can access layouts for Salesforce Classic.
To customize layouts for Salesforce Classic, use Search Layouts for Salesforce Classic (2). These layouts are only for Salesforce Classic and include the Lookup Dialogs, Lookup Phone Dialogs, and Search Filter Fields layouts.
Note: Users can’t customize the search results layout, so consider asking them which fields they need.
It’s time-consuming to add new custom fields to your reports, especially when you have many custom report types. Now with Auto Add, custom fields that you add to a Salesforce object are added automatically to all the custom report types based on that object. When you create a report from the custom report type, all the custom fields are right there for you to add to your report.
Steps To Enable the Feature
From Setup, in the Quick Find box, enter Reports and Dashboards Settings, and then select Reports and Dashboards Settings. Select Auto add new custom fields to custom report type layouts and then click Save.
You can now add new custom fields to a report built from an existing custom report type from the Fields pane in the report builder. All custom fields for the Salesforce object are automatically included in the Fields list, and you can drag any of them to the Columns list.
